RIA Intel›Advisers›California›VANCE WEALTH, LLC

VANCE WEALTH, LLC

Advisory

N·SANTA CLARITA, CA

Data as of May 7, 2026 · Source: SEC Form ADV

Total AUM

$894M

1-Year AUM Growth

+49.5%

3-Year CAGR

+19.2%

Employees

10

Assets Under Management

Total AUM$894M

Discretionary AUM$785M

Non-Discretionary AUM$109M

Discretionary %87.8%

Total Clients422

Team

Total Employees10

Investment Advisers22

Employee Growth (1Y)-28.6%

Filing History

Total Filings on Record16

First FilingAug 10, 2020

Latest FilingMay 7, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VANCE WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.